科技创新

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中泰证券10月策略:趋势仍在 政策为王
Xin Lang Cai Jing· 2025-10-10 08:09
Core Viewpoint - The report from Zhongtai Securities indicates that in October, the index is expected to remain in a strong oscillation within a range, with a focus on structural market trends and the upcoming Fourth Plenary Session of the 20th Central Committee, suggesting investment strategies based on new policy expectations [1] Group 1: Investment Focus Areas - Emphasis on technology innovation and military security sectors, which play a crucial role in national strategic planning, have high funding consensus, and possess solid industrial narrative logic [1] - Attention to non-ferrous metals and new energy sectors benefiting from "anti-involution" policy guidance and enhanced industry demand expectations [1] Group 2: Market Dynamics - The overall strategy remains focused on technology, while also monitoring technical characteristics to identify potential cyclical shifts, such as sudden negative news in the tech sector, policy changes, or underperforming earnings [1] - In extreme scenarios where the index breaks downwards, the banking sector is highlighted as having value for allocation [1]
第八届全球科技创新大会在南非举行
人民网-国际频道 原创稿· 2025-10-10 03:30
中国科学院广州能源研究所团队在会议现场。中国科学院广州能源研究所供图 人民网约翰内斯堡10月9日电 (记者邹松、实习生董嘉怡)第八届全球科技创新大会8日在位于南非比 勒陀利亚的科学与工业研究委员会国际会议中心开幕。南非科技与创新部部长布莱德·恩齐曼迪线上致辞, 多位政府官员现场出席,国家电网、中国电建等多家驻南企业派代表参会。 全球科技创新大会首次在非洲举办,本次大会以"科技创新助力可持续未来"为主题,聚焦气候、能 源、健康、水、农业、安全及循环经济七大关键领域,与非洲重要科研机构——南非科学与工业研究委员 会年会协同联动,突显中非携手打造面向未来创新共同体的努力。 全球科技创新大会由比利时弗拉芒技术研究院牵头组织,以加速技术创新的开发、传播和部署为目 的,目前已成功构建起政府、企业与科研机构间的高水平对话机制,成为具有推进实现可持续发展目标潜 力的综合技术解决方案的全球平台。自2019年起,中国科学院广州能源研究所作为大会联合主办方,积极 参与国际对话,拓展国际合作网络,持续展示中国在能源科技创新领域的最新成果,为构建开放包容的全 球科技创新生态贡献中国力量。 本届大会中,广州能源研究所牵头组织能源主题全体 ...
巾帼力量闪耀香港创科舞台——专访香港特区政府创新科技及工业局副局长张曼莉
Xin Hua Wang· 2025-10-10 02:51
另一方面,以"三大创科园区"(包括香港科学园、数码港以及即将开园的河套深港科技创新合作区 香港园区)与"五大研发机构"为战略平台,汇聚全球创科资源与人才。 "在香港创科生态上,女性发挥着很重要和关键的作用。在科研端,香港培育了许多世界知名的女 科学家。"张曼莉举例道,世界知名的脑神经科学家、香港科技大学校长叶玉如教授,中国科学院院 士、亚洲首位获得贝勒奖牌的科学家任咏华教授,以及香港中文大学消化疾病研究全国重点实验室主任 于君教授,都是香港女科学家的杰出代表,还有不少青年女科学家成为后起之秀。"凭着深厚的学术造 诣,她们成为推动产学研发展的中坚力量。" 产业端的女性力量同样令人瞩目。张曼莉提到,在"InnoHK创新香港研发平台"上,一家由女科学 家联合创办的初创企业,仅两年便成长到接近"独角兽"规模,产品行销全球;香港科学园、数码港培育 的企业家中,女性企业家也占据一定比例。值得关注的是,在创科治理层面,特区政府助力成立的粤港 澳大湾区院士联盟、国际院士联盟均由女性担任领导,成为香港创科治理的坚实栋梁。 新华社香港10月9日电(禹丽贞、刘展威)加速建设国际创新科技中心的香港,正积极展现其在推 动女性参与科技创 ...
广东区域创新能力连续9年居全国首位
Ren Min Ri Bao· 2025-10-08 20:46
Core Insights - The "2025 China Regional Innovation Capability Evaluation Report" indicates that Guangdong maintains the top position in regional innovation capability for the ninth consecutive year, followed by Jiangsu and Beijing [1] - The report categorizes regional innovation capability into strength, efficiency, and potential, highlighting Guangdong's comprehensive development and Jiangsu's balanced innovation strength [1][2] - Significant disparities in fiscal science and technology expenditures are noted, with leading regions like Guangdong, Zhejiang, and Jiangsu accounting for over 80% of national technology investment [1] Summary by Categories Regional Rankings - Guangdong ranks first, Jiangsu second, and Beijing third in regional innovation capability, with no changes in the top five from the previous year [1] - Chongqing has risen four places to enter the top ten, which also includes Shandong, Hubei, Anhui, Hunan, and others [1] Innovation Capability Breakdown - Guangdong shows strong performance across all innovation indicators, while Jiangsu focuses on building an industrial innovation center [1] - Beijing's innovation strength has decreased by one position, but its potential has increased by eight, indicating a strong recovery trend [1] - Zhejiang has successfully stimulated innovation participation, achieving a breakthrough in its overall ranking [1] - Shanghai's rankings in strength and efficiency remain unchanged, but its potential has improved by ten positions [1] Fiscal and R&D Analysis - The report highlights a significant gap in fiscal science and technology spending among regions, with a trend of investment concentrating in leading areas [1] - Guangdong continues to lead in fiscal technology spending, while regions like Shanxi and Inner Mongolia have seen improvements in their rankings [1]
什么是上海国企改革概念,涵盖哪些产业链
Sou Hu Cai Jing· 2025-10-07 01:23
Core Insights - The ongoing reform of state-owned enterprises (SOEs) in Shanghai is a focal point for capital markets, driven by the national push for SOE reform, which enhances operational efficiency and competitiveness [1][2] - The "Shanghai SOE Reform Concept" refers to the optimization and adjustment of Shanghai's municipal or district SOEs in areas such as institutional mechanisms, asset integration, and mixed-ownership reform, attracting market attention and investment opportunities [1] Summary by Categories Reform Objectives - The reform aims to improve the operational efficiency of state assets, enhance corporate vitality, and increase competitiveness through measures such as overall asset listings, strategic investor introductions, governance structure optimization, and management incentive mechanisms [1] Key Sectors Involved - The reform encompasses several critical sectors, including: - Industrial manufacturing and high-end equipment, focusing on the transformation of traditional manufacturing and smart manufacturing layouts [1] - Financial services, where state-owned financial platforms enhance their ability to serve the real economy [1] - Urban infrastructure and public utilities, including transportation, energy, and water services, aimed at improving operational efficiency and public service levels [1] - Trade and retail, healthcare, and technology innovation sectors, which are actively restructuring and integrating resources [1] Investment Considerations - Investors should focus on Shanghai's SOE reform to identify structural opportunities aligned with policy directions and to understand the growth potential during governance improvements and asset optimization [2] - Continuous monitoring of the reform process is essential due to inherent uncertainties, and investors are advised to analyze macro policies, industry trends, and actual business conditions for prudent decision-making [2]
互利合作,协同发展,粤港澳大湾区打造高质量发展典范
Ren Min Ri Bao· 2025-10-06 01:47
Core Viewpoint - The Guangdong-Hong Kong-Macao Greater Bay Area (GBA) is positioned as a model for high-quality development, emphasizing cooperation and integration among its regions to enhance economic vitality and innovation [2][3][29]. Group 1: Economic Development - The GBA includes Hong Kong, Macao, and nine cities in Guangdong, making it one of the most open and economically vibrant regions in China [2]. - The total economic output of the GBA is projected to reach 14 trillion yuan during the 14th Five-Year Plan period [3]. - In the first half of this year, the total import and export value of the nine cities in the Pearl River Delta reached 4.38 trillion yuan, a year-on-year increase of 4.3%, accounting for 20.1% of the national total [29]. Group 2: Infrastructure and Connectivity - The Shenzhen-Zhongshan Bridge has significantly improved traffic flow, with an average daily traffic volume exceeding 86,400 vehicles, accounting for about one-fifth of the total cross-river traffic [6][7]. - The GBA is developing a "one network, one ticket, one city" model for rail transport, enhancing connectivity across five cities [9]. - The GBA's transportation infrastructure is evolving into a "super corridor" that connects major cities, reducing travel time to under 30 minutes [7]. Group 3: Innovation and Technology - The GBA aims to establish a globally influential international technology innovation center, leveraging the strengths of each region for collaborative innovation [15][16]. - The GBA has seen the establishment of over 200 high-end research projects in the Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone, with more than 440 technology companies and over 15,000 researchers [18]. - The "Shenzhen-Hong Kong-Guangzhou" innovation cluster has ranked first globally in the 2025 Global Innovation Index, highlighting the region's commitment to innovation [21]. Group 4: Financial Integration - The establishment of a cross-border data verification platform has facilitated nearly 100 million Hong Kong dollars in loans for mainland companies operating in Hong Kong [25][26]. - The GBA is enhancing cross-border financial services, including upgrades to the "Bond Connect" and "Cross-Border Wealth Management Connect" programs [26]. - The GBA is focusing on regulatory innovations to streamline cross-border trade and financial transactions, improving efficiency and reducing costs [22][24].
勇立潮头向未来(奋勇争先,决战决胜“十四五”)
Ren Min Ri Bao· 2025-10-05 21:52
Group 1 - The Guangdong-Hong Kong-Macao Greater Bay Area (GBA) is a unique region characterized by "one country, two systems, three customs zones, and three currencies," making it unprecedented internationally [1][2] - The GBA is recognized as one of the most open and economically vibrant areas in China, with a strategic focus on high-quality development and modernization [2][3] - The GBA's economic total is projected to reach 14 trillion yuan during the 14th Five-Year Plan period, marking significant progress in building a world-class city cluster [3] Group 2 - The GBA is enhancing connectivity through "hard," "soft," and "heart" connections, facilitating deeper cooperation between mainland China and Hong Kong/Macao [5][10] - The Shenzhen-Zhongshan Bridge has seen an average daily traffic of over 86,400 vehicles, accounting for about 20% of the total cross-river traffic in the Pearl River Delta [6][7] - The GBA is developing a "one network, one ticket, one city" system, accelerating the formation of a "railway-based Greater Bay Area" [9] Group 3 - The GBA is experiencing a surge in cross-border travel, with the Guangzhou-Shenzhen-Hong Kong Express Rail Link transporting 15.03 million passengers in the first half of the year, a 16.1% increase year-on-year [10] - New policies are being implemented to facilitate cross-border travel and trade, including "one sign for multiple trips" for residents traveling from Zhuhai to Macao [12][13] - The GBA is fostering a collaborative innovation environment, with over 200 high-end research projects initiated in the Shenzhen-Hong Kong Innovation and Technology Cooperation Zone [16][19] Group 4 - The GBA is focusing on high-standard trade and investment rules to enhance international cooperation and competitive advantages [20][23] - The introduction of a cross-border data verification platform has enabled mainland enterprises operating in Hong Kong to secure nearly 100 million Hong Kong dollars in loans [25][26] - The GBA's foreign trade has shown resilience, with the nine cities in the Pearl River Delta achieving an import-export total of 4.38 trillion yuan, a 4.3% year-on-year increase [28][29]
和音:跑出创新“加速度”
Sou Hu Cai Jing· 2025-09-30 22:05
中国创新的"磁吸力",离不开开放合作的鲜明底色。作为全球创新网络的建设者和贡献者,中国始终坚 持科技开放合作造福人类,积极搭建国际交流平台、深化知识产权保护、实行更加积极开放的人才政 策,加速构建具有全球竞争力的开放创新生态。中国迄今已与160多个国家和地区建立科技合作关系, 签署119个政府间科技合作协定。通过深入实施"一带一路"科技创新行动计划、全面布局建设"一带一 路"联合实验室等加快铺就合作创新之路,中国作为全球创新重要一极的影响力持续提升。德国《经济 周刊》文章指出,中国的技术实力以及对外国投资的多样化需求,鼓舞着外国投资者。 创新是引领发展的第一动力。中国将以创新跑出的"加速度"为世界经济注入新动能,携手各国构建更加 开放包容的国际创新网络,为应对全球性挑战、促进和平与发展贡献更多力量。 世界知识产权组织近日发布的《2025年全球创新指数报告》显示,中国排名首次跻身全球前十,稳居36 个中等偏上收入经济体之首,2013年以来累计上升25位,是创新力上升最快的经济体之一。从基础研究 的厚积薄发到关键核心技术的攻坚突破,从人工智能、新能源等前沿领域的并跑领跑到数字经济与实体 经济的深度融合,中国创新力 ...
去年北京科技经费投入强度稳居全国第一,连续6年保持在6%以上
Xin Jing Bao· 2025-09-30 10:08
Group 1 - Beijing continues to lead the nation in R&D expenditure intensity, with a ratio of 6.58% in 2024, maintaining above 6% since 2019 [1][2] - The total R&D expenditure from enterprises, government research institutions, and higher education institutions in Beijing for 2024 is projected to be 282.12 billion yuan, 42.32 billion yuan, and 30.66 billion yuan respectively, reflecting growth rates of 8.8%, 9.7%, and 11.3% [1] - The government has established a total of 200 billion yuan in innovation funds and 40 billion yuan in high-precision funds, with an additional 8 government investment funds set up in 2024 targeting key areas such as artificial intelligence and healthcare, contributing 13.71 billion yuan to 145 projects [3][4] Group 2 - Beijing's technology funding for the first half of the year reached 58.49 billion yuan, with a year-on-year increase of 3.5%, accounting for 7% of the city's general public budget [3] - The city has achieved over 10,000 municipal specialized and innovative enterprises, with total revenue exceeding 1 trillion yuan, and over 1,000 national-level specialized "little giant" enterprises [5] - The high-tech industry in Beijing is projected to generate an added value of 1.49 trillion yuan in 2024, a 56.9% increase compared to 2020, while the digital economy's added value is expected to surpass 2.2 trillion yuan, growing by 53.1% since 2020 [6]
杨德龙:当前牛市走势确立 十月市场行情值得期待
Xin Lang Ji Jin· 2025-09-30 09:22
今天是国庆长假之前最后一个交易日,沪深两市呈现出普涨的走势,港股也延续了之前的反弹,继续上 攻。在这一轮市场上涨过程中,先是出现一波快速上冲的行情,随后开始出现反复震荡,但是市场的信 心在逐步增强,所以这轮行情的确定性越来越高. 在这轮牛市中,科技股无疑是领头羊。从年初我一直坚持指出,科技牛是这轮行情的主线,有望贯穿整 个牛市,因为科技创新板块代表了经济转型的方向,也是未来增长比较确定的方向。虽然很多科技板块 存在局部过热,甚至产生一定泡沫化的风险,但是整体上来看,科技仍然是市场的主线,对于科技股的 估值,不能简单用传统的市盈率、市净率等指标来看,而是要看这些科技企业行业地位如何、是否具有 核心竞争力、能否通过研发投入实现技术突破,在未来获得比较大的市场份额,这些可能是决定了这些 科技企业能否走出持续行情的基础。 当前正处于牛市的第二波行情。第一波行情是去年"924政策"出台,市场出现一波快速提升,在短短的 几个交易日,大盘上涨了千点。这一波上涨是从6月底开始的,先是"7翻身"行情,带领指数出现向上突 破,在8月份突破了去年10月8日创出的3674点这一阶段性高点,确立了牛市的第二波走势。在逼近3900 点整 ...